Emergent Financial Services, LLC Employee Directory

Q: What is Emergent Financial Services, LLC known for?

Emergent Financial Services, LLC was founded in 1995. Emergent Financial Services, LLC operates in the Financial Services industry.

Financial ServicesVirginia, United States2-10 Employees

Emergent Financial Services is an Hispanic-owned financial planning team and registered investment advisor (RIA) that brings  together years of experience in the financial industry to help  individuals and investors attain your long-term goals.  As a boutique firm, we understand the importance of a personal and service-oriented  approach that can be lost at large corporations. We help clients with financial planning from insurance analysis to tax strategies and with wealth management, from investment advice to asset allocation, diversification, and portfolio rebalancing.

Find Emergent Financial Services, LLC employees' phone numbers or email addresses

Emergent Financial Services, LLC Global Highlights

North America
6

United States Of America
6

Emergent Financial Services, LLC's Leadership

A. U.
Ceo & Financial Advisor
Mobile Phone
Email
X. U.
Chief Investment Officer
Mobile Phone
Email
X. U.
Chief Investment Officer
Mobile Phone
Email
N. U.
Partner / Research Analyst
Mobile Phone
Email
M. U.
Research Analyst
Mobile Phone
Email

Emergent Financial Services, LLC Employee Metrics

100%

50%

2026

2025

2024

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Emergent Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

N. U.
Partner / Research Analyst
Mobile Phone
Email
United StatesVirginia
Aug 08, 2025
A. U.
Ceo & Financial Advisor
Mobile Phone
Email
United StatesVirginia
Nov 11, 2025
X. U.
Chief Investment Officer
Mobile Phone
Email
United StatesVirginia
Aug 11, 2025
X. U.
Chief Investment Officer
Mobile Phone
Email
United StatesVirginia
Aug 06, 2024
M. U.
Research Analyst
Mobile Phone
Email
United StatesVirginia
Oct 19, 2025

Frequently Asked Questions

What is Emergent Financial Services, LLC known for?

Emergent Financial Services, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 310 Old Ivy Way, Suite 302. Explore Emergent Financial Services, LLC's company overview page for more information.

What is Emergent Financial Services, LLC's most common email format?

Emergent Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Emergent Financial Services, LLC email formats with LeadIQ.

How many employees does Emergent Financial Services, LLC have currently?

Emergent Financial Services, LLC has approximately 5 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Emergent Financial Services, LLC's key employees and leadership?

As of January 2026, Emergent Financial Services, LLC's key employees include:

Ceo & Financial Advisor: A. U.
Chief Investment Officer: X. U.
Chief Investment Officer: X. U.
Partner / Research Analyst: N. U.
Research Analyst: M. U.

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